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Putnam Retirement Advantage 2025: Iii (0P0000ZW8V)

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17.990 +0.020    +0.11%
17/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.38M
Putnam Retirement Advantage 2025:III 17.990 +0.020 +0.11%

0P0000ZW8V Overview

 
Find basic information about the Putnam Retirement Advantage 2025: Iii mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000ZW8V MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.38%
Prev. Close17.97
Risk Rating
TTM YieldN/A
ROE29.32%
IssuerN/A
Turnover42%
ROA11.37%
Inception DateJan 02, 2008
Total Assets1.38M
ExpensesN/A
Min. InvestmentN/A
Market Cap129.8B
CategoryTarget - Date 2025
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Putnam Retirement Advantage 2025: Iii Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1018 1059 1109 1047 1236 1595
Fund Return 1.8% 5.93% 10.87% 1.54% 4.33% 4.78%
Place in category - - - - - -
% in Category 36 60 71 74 95 89

Top Bond Funds by Franklin Templeton Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Putnam Retirement Advantage 2035:II 2.06M 4.31 5.41 7.28
  Putnam Retirement Advantage 2035:V 67.86M 4.25 5.10 6.95
  Putnam Retirement Advantage 2035: 1 70.39M 7.53 6.01 7.81
  Putnam Retirement Advantage 2035: 2 1.92M 7.52 5.89 7.69
  Putnam Retirement Advantage 2035: 4 3.22M 7.43 5.58 7.37

Top Funds for Target-Date 2025 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retirement 2025 Fun 77.47B 3.81 2.68 6.31
  The Vanguard Target Retire 2025 Tr1 74.22B 3.83 2.78 6.41
  The Vanguard Target Retire 2025 Tr2 74.22B 3.83 2.77 6.39
  Vanguard Target Retire Trust Plus25 74.22B 3.85 2.79 6.42
  American Funds 2025 Trgt Date RetR6 21.85B 3.82 3.35 6.64

Top Holdings

Name ISIN Weight % Last Change %
5 Year Treasury Note Future June 24 - 4.56 - -
2 Year Treasury Note Future June 24 - 3.97 - -
Federal National Mortgage Association 2% - 2.12 - -
  Microsoft US5949181045 1.92 411.84 -0.66%
  Apple US0378331005 1.89 168.00 -0.81%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Strong Sell Buy Strong Buy
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